CA
DC icon

Clearstead Advisors’s Dakota Gold DC Stock Holding History

Clearstead Advisors’s Portfolio DC Stock Details DC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$116 Buy
+27
New +$146 ﹤0.01% 3335
2025
Q4 		– Sell
-71
Closed -$324 – 2875
2025
Q3 		$324 Buy
+71
New +$299 ﹤0.01% 2793

Other funds holding DC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EPAM
Euro Pacific Asset Management Dorado, Puerto Rico $880M AUM 44.18% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FWWM
Fiscal Wisdom Wealth Management Canton, Connecticut $118M AUM 72.21% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.56B AUM 24.84% 1-Year Est. Return

Clearstead Advisors's DC Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Dakota Gold (DC) in Q2 2026: 27 shares worth $116. The stake represents ﹤0.01% of the portfolio and ranks #3335 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in DC as recently as Q3 2025.

Clearstead Advisors first reported a position in DC in Q3 2025 and has held it in 2 quarters since. The position peaked at $324 in Q3 2025. 58 funds tracked by Wall St. Rank hold DC as of Q2 2026.

  • Clearstead Advisors held 27 shares of Dakota Gold worth $116 as of Q2 2026.
  • Dakota Gold was a new Clearstead Advisors position in Q2 2026.
  • Dakota Gold made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3335 holding.
  • Clearstead Advisors first reported a position in Dakota Gold in Q3 2025 and has held it in 2 quarters since.
  • Clearstead Advisors's Dakota Gold position peaked at $324 in Q3 2025.
  • 58 funds tracked by Wall St. Rank held Dakota Gold as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.